Switch to Message Plane | CRM Migration in 7–14 Days

Most brokerages switch to Message Plane in 7–14 days, including data migration and team training, without stopping sales. Message Plane migrates leads, customer records, order history, and communication logs from other CRMs or spreadsheets, and onboarding is included with the brokerage plan. There is no mandatory long-term contract. Schedule a free demo at 1-844-275-8555.

What we migrate

A CRM change should not require starting over. Message Plane’s published migration scope includes leads, customer records, order history, and communication logs from other CRMs or spreadsheets. That gives a brokerage a practical starting point for its next conversation instead of asking the team to rebuild working records by hand.

Migration begins with the information the brokerage already has. The goal is a clean handoff: records that matter for follow-up, the history behind current orders, and the communication context the team needs to keep serving customers. This page describes the published scope rather than promising to replace every tool a brokerage has ever used.

The right scope is the data that helps the team sell, coordinate, and follow up in Message Plane. Before the switch, the brokerage can review what is being brought over and how the team will use it. During onboarding, the focus stays on the daily workflow: finding a lead, keeping customer information available, tracking order history, and seeing communication in context.

Because the work is planned around a 7–14 day switch window, the team can prepare while sales continue. For a walkthrough of the setup and a current conversation about your data, visit contact and set up a demo. A demo is the best place to confirm the migration scope for your brokerage rather than assuming an unlisted source or format is included.

Timeline 7–14 days

The typical switch window from kickoff to go-live is 7–14 days. The published timeline includes migration and team training, with the intent to keep sales running while the change is organized. A short window matters for a brokerage because the move should support the pipeline, not create a second full-time project for the team.

The first part of the window is preparation. The brokerage identifies the records and history that need to move, confirms the working process, and aligns the team on what will happen next.

The migration work then brings the agreed leads, customer records, order history, and communication logs into Message Plane. Training is part of the changeover, so people learn the new workflow as the data becomes available. Near go-live, the team can practice the core flow and move into the new workspace with a common understanding of where information belongs.

The exact pace depends on starting data and readiness, but the public expectation is a 7–14 day migration and training window. This gives an owner a useful planning range without promising an unreviewed date. A switch does not have to mean a pause in selling. Keep current conversations moving, use training time to make the new process familiar, and plan cutover around the team’s work. Start with the Message Plane FAQ or request a demo.

Keep phones/boards

Changing CRM does not mean abandoning the communication and dispatch connections your team depends on. Message Plane’s published plan includes calling, SMS, and email, along with Central Dispatch and Super Dispatch sync. The migration conversation can focus on moving the CRM workflow while keeping the phones and load-board connections visible in the same operating stack.

For a brokerage, communication is part of the work around every order. Calling, SMS, and email give the team channels for customer and lead conversations. Central Dispatch and Super Dispatch sync keep the two published load-board connections in view.

The point is not to claim that every brokerage uses the same process; it is to make the published connections clear so an owner can evaluate fit against the tools already in use. Message Plane also publishes e-signature, invoicing, and follow-up automation as included core broker tools. These are part of the same all-in-one workflow rather than feature add-ons for the core plan.

Review the Message Plane pricing page for the current published base-and-user structure, then ask for a current quote. If your main concern is preserving work in a dispatch-connected environment, the switch from BATS guide and the comparison pages below provide a focused next step. A demo can put your current phone, message, and board workflow next to the Message Plane flow without asking you to guess from a feature list.

Why brokers leave other stacks

Brokerages usually want fewer disconnected steps between a new lead and a completed order. Message Plane’s published differentiators are straightforward: all-in-one communications, dual load-board sync, and flat pricing. Calling, SMS, email, Central Dispatch sync, Super Dispatch sync, e-signature, invoicing, and follow-up automation are presented as part of the broker workflow. The value is in having those functions available together, not in making an unsupported claim about another provider.

Published pricing is a brokerage base of $399–499 per month plus $59–79 per user per month. The range gives an owner a clear starting point for planning without hiding the difference between a base and seats. See pricing for current details and contact the team for a quote based on your brokerage.

Message Plane plans are month-to-month with no mandatory long-term contract. That makes evaluation more practical: a brokerage can compare the workflow, migration plan, and included tools without being told that a long commitment is required. It does not remove the need to validate fit. Review the live FAQ, ask the questions that matter to your team, and use a demo to see the workflow in context.

Use the comparison pages as focused research rather than as a reason to repeat claims that are not published. Compare the Message Plane approach with BATS, ProABD, CarLink, CarShipIO, Super Dispatch, and Cronetic below. Each page is a place to look at the relevant workflow and decide whether a conversation is warranted.

After go-live

Go-live is the beginning of the working relationship, not the end of the migration task. Onboarding is included with the brokerage plan, and the published switch window includes team training. That gives the team a shared start: people know where migrated records are, how to use the included communication tools, and how the dispatch connections fit into the workflow.

After the switch, keep the process simple. Use Message Plane for the leads, customer records, order history, and communication logs moved into the workspace. Use the included calling, SMS, email, e-signature, invoicing, and follow-up automation features as they apply to the team’s process. Keep Central Dispatch and Super Dispatch sync in the routine where those connections are part of the brokerage’s work.

There is no mandatory long-term contract, so a brokerage can approach the move as an operational decision rather than a forced commitment. The public promise is clear: migration, training, and onboarding are included with the brokerage plan, and the switch is typically 7–14 days. For questions about your own starting point, call 1-844-275-8555 or set up a free demo.

Want to keep researching? The auto transport CRM overview explains the broader workflow, while the FAQ answers common questions from brokers, dealers, fleets, and carriers. Together they provide a factual next step without adding promises that are not on the live site.

Related compares

Use these pages to compare the workflows most relevant to your brokerage:

• Message Plane vs BATS
• Message Plane vs ProABD
• Message Plane vs CarLink
• Message Plane vs CarShipIO
• Message Plane vs Super Dispatch
• Message Plane vs Cronetic

If the question is whether your brokerage can move without disrupting sales, the answer-ready summary at the top is the place to start: Message Plane publishes a 7–14 day migration and training window, migration of leads, customer records, order history, and communication logs, and onboarding included with the brokerage plan. The next step is to confirm your needs in a demo, review the current base-plus-user pricing, and make an informed switch on a month-to-month plan with no mandatory long-term contract.